Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Coyle Capital, LLC (swap one in):+ Maia Wealth $973M · Denver, CO+ Lebenthal Global Advisors, LLC $971.8M · Hauppauge, NY+ Alongside, LLC $878.6M · Austin, TX+ Alpha Capital Management $871.4M · Austin, TX
Lakeway, TX
The Woodlands, TX
Sewickley, PA
Assets under management$925.2M$984.6M$971.5M
Asset growth, last 2 years+209%+26%+20%
Advisory staff683
Individual clients310300245
Assets per client$3M$3.3M$4M
Clients per advisor523882
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–61
People on Advicer.bio6123

From each firm's latest Form ADV (Mar 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCoyle Capital, LLCAvion WealthAufman Associates Inc
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Coyle Capital, LLC: Schwab · Avion Wealth: Schwab, Fidelity · Aufman Associates Inc: Schwab